reports
- Pierre FerraguÊ
Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...
Today, we are publishing the Hyperscale & Cloud section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Applied Materials Announces Cash Dividend
Applied Materials Announces Cash Dividend SANTA CLARA, Calif., Dec. 12, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.46 per share payable on the company’s common stock. The dividend is payable on March 12, 2026 to shareholders of record as of Feb. 19, 2026. The cash dividend is a key component of Applied’s capital allocation strategy. In March 2025, Applied announced a 15-percent increase in the quarterly dividend per share, from $0.40 to $0.46, marking eight consecutive years of dividend increas...
- Ben Harwood
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 3Q25 – Ride-sharing & Delivery: Growth accelerating; margin expa...
Today, we are publishing the Ride-sharing and delivery section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Bookings across...
Applied Materials Inc: 1 director
A director at Applied Materials Inc sold 4,000 shares at 238.236USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold 9,801 shares at 76.379USD and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 13 November 2025 in which we reassessed the appropriateness of the ratings in the conte...
- Pierre FerraguÊ
AMAT APPLIED MATERIALS INC.
DTE DEUTSCHE TELEKOM AG
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
CSCO CISCO SYSTEMS INC.
AMD ADVANCED MICRO DEVICES INC.
VOD VODAFONE GROUP PLC
9434 SOFTBANK
2357 TT ASUSTEK COMPUTER
981 SEMICONDUCTOR MANUFACTURING
LAZR LUMINAR TECHNOLOGIES INC (A)
GFS GLOBALFOUNDRIES INC
CRWV COREWEAVE INC
Applied Materials to Participate at UBS Global Technology and AI Confe...
Applied Materials to Participate at UBS Global Technology and AI Conference SANTA CLARA, Calif., Nov. 17, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the UBS Global Technology and AI Conference on Tuesday, Dec. 2 beginning at 7:55 a.m. PT / 10:55 a.m. ET. A live audio webcast of the session will be available on the Applied Materials website at: with a replay available the same day. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineerin...
- Pierre FerraguÊ
Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Result...
Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results Record annual revenue $28.37 billion, up 4 percent year over yearRecord annual GAAP EPS $8.66 and record non-GAAP EPS $9.42, up 1 percent and 9 percent year over year, respectivelyQuarterly revenue $6.80 billion, down 3 percent year over yearQuarterly GAAP EPS $2.38 and non-GAAP EPS $2.17, up 14 percent and down 6 percent year over year, respectively SANTA CLARA, Calif., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its fourth quarter and fiscal year ended Oct. 26...
- Pierre FerraguÊ
- Ben Harwood
- Pierre FerraguÊ
- Pierre FerraguÊ
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
QRVO QORVO INC.
LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
QCOM QUALCOMM INC
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MKSI MKS INSTRUMENTS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FTNT FORTINET INC.
COHR COHERENT INC.
CDW CDW CORP.
AOSL ALPHA & OMEGA SEMICONDUCTOR
SWKS SKYWORKS SOLUTIONS INC.
3661 ALCHIP TECHNOLOGIES INC.
6963 ROHM CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
LSCC LATTICE SEMICONDUCTOR CORPORATION
AMD ADVANCED MICRO DEVICES INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FSLY FASTLY
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
AEVA AIRBNB INC. CLASS A
RIVN AEVA INC
GRAB RIVIAN AUTOMOTIVE INC
688082 GRAB HLDGS LTD
IONQ ONTO INNOVATION INC.
ARM ACM RESEARCH INC(SHANGHAI)
IONQ INC
ARM HOLDINGS PLC
- Ben Harwood
- Pierre FerraguÊ
2026 AI Infra. outlook forming: XPU spending catching up with capex, u...
It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
Applied Materials to Report Fourth Quarter and Fiscal 2025 Results on ...
Applied Materials to Report Fourth Quarter and Fiscal 2025 Results on Nov. 13, 2025 SANTA CLARA, Calif., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fourth quarter and fiscal 2025 earnings conference call on Thursday, Nov. 13, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually ever...
- Pierre FerraguÊ
How much WFE is required to produce a 1 GW datacenter?
As a follow up to our cheat sheet summarizing the cost structure of a 1GW datacenter, we estimate today on a single slide WFE required to produce semiconductors for a 1 GW datacenter, with our usual important caveat: WFE spending is driven by the growth of production capacity. In other words, one spends once on WFE to build a 1GW datacenter many times over.
Moody's Ratings affirms Applied Materials' A2 senior unsecured ratings...
Moody's Ratings (Moody's) affirmed Applied Materials, Inc.'s (Applied) A2 senior unsecured ratings and P-1 commercial paper rating. The outlook remains stable. The affirmation reflects our expectation that performance and credit profile will remain strong over the next 12 to 18 months despite some...
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